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  • PFS adds 110 Chartered Financial Planners

    The Personal Finance Society and parent body the Chartered Insurance Institute celebrated the graduation of 110 new Chartered Financial Planners at their annual graduation ceremony in Westminster last week.

  • InvestAcc sells Chartered Planner business for £12m

    SIPP and SSAS provider and administrator InvestAcc has sold its Chartered Financial Planner business Vesta Wealth to its management in a £12m deal.

  • Chartered Planner adds 3 multi-asset fund of funds

    Leicester-based Chartered Financial Planning firm Boolers has launched three new multi-asset fund of funds to expand its investment offering to clients.

  • Chartered Financial Planner joins Continuum

    Chartered Financial Planner James Herbert has joined Plymouth-based national financial advice firm Continuum as a financial adviser.

  • More than 160 attend PFS Graduation Ceremony

     

    More than 160 Financial Planners and Paraplanners attended the annual Personal Finance Society’s Graduation Ceremony held in London recently.

  • 200 more Chartered Financial Planners

    More than 200 Financial Planners achieved Chartered status last year, taking the total number of Chartered Financial Planners to 8,159.

  • Tilney Bestinvest boosts London Financial Planning team

    Leon Buckley of Tilney Bestinvest
  • Paraplanner with legal background joins Yorkshire firm

    Left to right - Greg Robertson, Kate Davenport, Stephen Baxter
  • Planner's fear over new Sipp rules taking effect this week

    Financial Planner James Jones-Tinsley, a Sipps technical specialist for Barnett Waddingham
  • Chartered Financial Planners secure IHT specialist buyout

    Lee Hartley, CEO of Fairstone Group
  • CISI wants 'level playing field' with PFS Chartered designation

    CISI Q&A session at CISI Financial Planning Conference
  • It took my brother and client - planner's ride inspired by loss

  • Chartered Financial Planner launches training academy

    Chartered Financial Planner Steve Martin CFPTM Chartered MCSI, owner of Smart Financial, an Accredited Financial Planning firm
  • Planner: Don't let cold call ban fail due to investments

    Darren Cooke APFS, Cert PFS (DM), director of Red Circle Financial Planning in Derbyshire
  • Govt to examine pensions cold call ban after planner campaign

    Darren Cooke APFS, Cert PFS (DM), director of Red Circle Financial Planning in Derbyshire
  • Cashflow modelling expert says cashflow model NOT essential

    Ray Adams launched CashCalc in 2014
  • PFS and planner want pension email and text ban

    Chartered Financial Planner Darren Cooke launched a petition
  • Chartered Financial Planner heads to Ascentric from Axa

  • Chartered Financial Planner expands his training academy

  • Chartered planners appoint boss who built two wealth firms

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